Course Title: Investment

Part A: Course Overview

Course Title: Investment

Credit Points: 12.00


Course Code




Learning Mode

Teaching Period(s)


City Campus


625H Economics, Finance and Marketing


Sem 1 2006,
Sem 2 2006,
Sem 1 2007,
Sem 2 2007,
Sem 1 2008,
Sem 2 2008,
Sem 1 2009,
Sem 2 2009,
Sem 1 2010,
Sem 2 2010,
Sem 1 2011,
Sem 2 2011,
Sem 1 2012,
Sem 2 2012,
Sem 1 2013,
Sem 2 2013,
Sem 1 2014,
Sem 2 2014,
Sem 1 2015,
Sem 2 2015,
Sem 1 2016,
Sem 2 2016,
Sem 1 2017,
Sem 2 2017,
Sem 1 2018


Kolej Metropolitan


625H Economics, Finance and Marketing


Offsh 3 09


Singapore Inst of Management


625H Economics, Finance and Marketing


Offsh 1 09,
Offsh 3 09,
Offsh 1 10,
Offsh 3 10,
Offsh 1 11,
Offsh 3 11,
Offsh1 12,
Offsh3 12,
Offsh1 13,
Offsh3 13,
Offsh1 14,
Offsh3 14,
Offsh1 15,
Offsh3 15,
Offsh1 16,
Offsh3 16,
Offsh1 17,
Offsh3 17,
Offsh1 18


Hong Kong Management Associatn


625H Economics, Finance and Marketing


Offsh1 13


RMIT University Vietnam


625H Economics, Finance and Marketing


Viet3 2012,
Viet1 2013,
Viet2 2013,
Viet3 2013,
Viet1 2014,
Viet2 2014,
Viet3 2014,
Viet1 2015,
Viet2 2015,
Viet3 2015,
Viet1 2016,
Viet2 2016,
Viet3 2016,
Viet1 2017,
Viet2 2017,
Viet3 2017,
Viet1 2018

Course Coordinator: Mr Thompson Nguyen

Course Coordinator Phone: +61 3 9925 5987

Course Coordinator Email:

Course Coordinator Location: Melbourne City Campus Building 80, Level 10, Room 28

Course Coordinator Availability: Please check with course coordinator

Pre-requisite Courses and Assumed Knowledge and Capabilities

Required Prior Study
004969 - Business Finance

Course Description

In this course you will explore and analyse the theory, concepts, tools and techniques of investment and portfolio management. At the conclusion of the course you will be sufficiently competent to apply the theory and practice of finance theories in a work environment, as well as to gain confidence in the application of a range of techniques, and develop a capacity for independent thought and critical analysis, in the areas of investment analysis and portfolio management which will enable you to study finance at a higher level in the future.

This course includes a Work Integrated Learning experience. You will undertake and be assessed on structured activities that allow you to learn, apply and demonstrate your professional or vocational practice; and be involved in authentic engagement with partner organizations that include industry feedback.

Objectives/Learning Outcomes/Capability Development


On successful completion of this course you will be able to:

  1. Understand the nature of an investment and its environment, importance of asset allocation, professional money management and industry ethics in diverse contexts.
  2. Illustrate the concept of modern portfolio theory, capital market theory and their relation to asset pricing models.
  3. Undertake estimation of capital asset pricing model and multifactor asset pricing models using regression analysis to make an investment decision.
  4. Apply a range of techniques using fundamental analysis and technical analysis to predict the future of the stock market and also critically analyse statistical findings, share price information, stock market information and current economy published in media, online resources (e.g. Google finance, Yahoo finance, Bloomberg) and library databases to make an optimal investment decision.
  5. Estimate a variety of equity valuation models to make optimal investment decisions and provide advice accordingly to investors, stakeholders and general public.
  6. Understand the issues associated with the evaluation of portfolio performance and apply the knowledge to estimate various performance evaluation techniques to evaluate portfolio managers performance.
  7. Apply portfolio management strategies to make industry-relevant investment decisions.

Overview of Learning Activities

To achieve the objectives listed above this course has planned a range of learning experiences for you to participate in various learning activities. These activities may comprise the following:

  • active participation and note taking during scheduled lectures, tutorials and practical sessions
  • rigorous self-study and preparation
  • reading of, and note taking from recommended text books, as well as other references
  • actively participate in discussion sessions to solve problems in group assignment
  • optional consultation with academic staff
  • complete assessment tasks

You are expected to have read the set recommended readings as well as any contemporary academic literature relating to each topic. You are also expected to conduct your own readings before attending the lectures and tutorials. The materials presented in the lectures and tutorials may be different from the materials students download from Canvas in terms of information format, breadth and depth. The materials used in the lectures and tutorials are specifically designed to explain and demonstrate key concepts and may not include all the details.

Overview of Learning Resources

Various learning resources are available online through myRMIT Studies\Canvas. In addition to topic notes; assessment details and a study schedule you may also be provided with links to relevant online information, readings, audio and video clips and communication tools to facilitate collaboration with your peers and to share information.

Resources are also available online through RMIT Library databases and other facilities. If you require assistance with the RMIT library facilities contact the Business Liaison Librarian for your school. Contact details for Business Liaison Librarians are located online on the RMIT library website.

Additional resources and/or sources to assist your learning will be identified by your course coordinator and made available to you as required during the teaching period.

Overview of Assessment

The assessment tasks, their weighting and the course learning outcomes to which they are aligned are as follows:


 Assessment Task 1: 20% Linked CLOs: 1, 2, 3, 4 Linked CLOs: 1, 2, 3, 4 Linked CLOs: 1, 2, 3
 Assessment Task 2: 40% Linked CLOs: 3, 4, 5 Linked CLOs: 3, 4, 5, 6 Linked CLOs: 3, 4, 5, 6, 7
 Assessment Task 3: 40% Linked CLOs: 1-7 Linked CLOs: 4, 5, 6, 7Linked CLOs: 1-7

The Linked CLO's are included in various assessment tasks (see above table) dependent upon location, and have been evaluated to ensure equivalence and comparability.

Feedback will be provided throughout the semester in class and/or in online forums.